-60.6%
MSTR vs MCHP
+13.2%
-73.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.2% | -2.5% |
| 7D | -11.2% | -2.1% | -9.1% | -10.6% |
| 30D | +33.8% | -11.1% | +44.9% | +39.0% |
| 3M | +11.5% | -18.1% | +29.5% | +18.0% |
| 6M | -7.2% | +10.8% | -17.9% | -10.7% |
| YTD | -15.4% | +14.2% | -29.6% | -24.9% |
| 1Y | -60.6% | +13.5% | -74.1% | -63.9% |
| All | -60.6% | +13.2% | -73.8% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MCHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling